Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells)
8 strong themes — 1 running · 6 recurred · 1 new. Top: Physical AI & Humanoid Robots +13.1%.
Strong themes8
Top change+13.1%
LeaderIl
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Physical AI & Humanoid Robots | Il | +22.95% | |
| Hydrogen Energy (Fuel Cells) | G.I.Tech | +17.32% | |
| Electric Cables | Gaon Cable | +24.62% | |
| Semiconductor Equipment | Green Optics | +17.05% | |
| Car Majors | Kia | +12.70% | |
| Petrochemicals | Taekwang Industrial | +25.10% | |
| Nuclear | Hyundai Engineering & Construction | +12.06% | |
| GLP-1 & Obesity Drugs | OliX Pharmaceuticals | +13.70% |
On Feb 25, all eight themes in the data rose, and every listed stock closed higher. Physical AI & Humanoid Robots led with an average change of 13.08%, and all 9 of its stocks were up.
Il led the robot group with a 22.95% gain, while Gaon Cable jumped 24.62% in Electric Cables. Taekwang Industrial rose 25.1% to lead Petrochemicals.
Hydrogen Energy (Fuel Cells) appeared as a new theme with an average change of 8.65%. Semiconductor Equipment extended its streak to 3 days with an average change of 7.06%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Physical AI & Humanoid Robots | recurred after 14 days | +13.1% | 9/9 | Il |
| 2 | Hydrogen Energy (Fuel Cells) | new | +8.7% | 9/9 | G.I.Tech |
| 3 | Electric Cables | recurred after 2 days | +7.8% | 4/4 | Gaon Cable |
| 4 | Semiconductor Equipment | 3 days running | +7.1% | 8/8 | Green Optics |
| 5 | Car Majors | recurred after 2 days | +6.9% | 6/6 | Kia |
| 6 | Petrochemicals | recurred after 36 days | +5.2% | 10/10 | Taekwang Industrial |
| 7 | Nuclear | recurred after 2 days | +4.5% | 10/10 | Hyundai Engineering & Construction |
| 8 | GLP-1 & Obesity Drugs | recurred after 28 days | +4.0% | 10/10 | OliX Pharmaceuticals |
Theme by Theme
1. Physical AI & Humanoid Robots (recurred after 14 days)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il 307180 | +22.9% | 7,340 | ★ |
Hyundai Autoever 307950 | +14.4% | 495,000 | |
SBB Tech 389500 | +14.4% | 66,900 | |
Pim Korea 448900 | +14.0% | 106,000 | |
Kia 000270 | +12.7% | 196,100 | |
Sos Lab 464080 | +12.2% | 19,940 | |
T-Robotics 117730 | +9.8% | 25,150 | |
Hyundai Motor 005380 | +9.2% | 572,000 | |
Samhyun 437730 | +8.1% | 57,400 |
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2. Hydrogen Energy (Fuel Cells) (new)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G.I.Tech 382480 | +17.3% | 2,710 | ★ |
Kia 000270 | +12.7% | 196,100 | |
Iljin Hysolus 271940 | +11.6% | 16,300 | |
Hyundai Motor 005380 | +9.2% | 572,000 | |
DYP 092780 | +7.6% | 5,400 | |
Ilji Technology 019540 | +6.4% | 5,490 | |
Bumhan Fuel Cell 382900 | +4.7% | 32,650 | |
Woory Industrial 215360 | +4.3% | 9,470 | |
Kolon Enp 138490 | +4.2% | 12,100 |
3. Electric Cables (recurred after 2 days)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaon Cable 000500 | +24.6% | 122,000 | ★ |
LS 006260 | +3.2% | 291,500 | |
Iljin Electric 103590 | +2.9% | 84,600 | |
Taihan Cable & Solution 001440 | +0.3% | 34,000 |
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4. Semiconductor Equipment (3 days running)
- Episode: started 2026-02-23, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Optics 0015G0 | +17.1% | 42,550 | ★ |
SUNGDO Engineering & Construction 037350 | +8.9% | 8,530 | |
Hanyang Eng 045100 | +8.6% | 33,000 | |
Laserssel 412350 | +5.4% | 4,850 | |
Wonik Holdings 030530 | +4.8% | 36,750 | |
Withtech 348350 | +4.8% | 10,390 | |
Elc 041520 | +3.5% | 8,350 | |
Pamtek 271830 | +3.3% | 1,701 |
5. Car Majors (recurred after 2 days)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kia 000270 | +12.7% | 196,100 | ★ |
Hyundai Motor 005380 | +9.2% | 572,000 | |
Hyundai Wia 011210 | +6.8% | 92,200 | |
KG Mobility 003620 | +5.3% | 4,270 | |
Hyundai Mobis 012330 | +3.6% | 469,500 | |
HL Mando 204320 | +3.5% | 62,200 |
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6. Petrochemicals (recurred after 36 days)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taekwang Industrial 003240 | +25.1% | 1,500,000 | ★ |
LG Chem 051910 | +10.6% | 387,500 | |
SK Chemicals 285130 | +5.6% | 68,300 | |
Kolon Industries 120110 | +4.2% | 64,300 | |
KPX Chemical 025000 | +2.2% | 56,300 | |
Hanwha Solutions 009830 | +1.4% | 51,600 | |
Kumho Petro Chemical 011780 | +1.2% | 152,900 | |
Isu Chemical 005950 | +1.1% | 9,790 | |
SKC 011790 | +0.7% | 113,700 | |
Samyang 145990 | +0.2% | 52,500 |
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7. Nuclear (recurred after 2 days)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +12.1% | 155,200 | ★ |
Hanyang Eng 045100 | +8.6% | 33,000 | |
Daewoo Engineering & Construction 047040 | +7.9% | 8,750 | |
KEPCO Engineering & Construction Company 052690 | +4.8% | 168,200 | |
GS Engineering & Construction 006360 | +3.0% | 23,950 | |
Korea Electric Power 015760 | +2.4% | 64,300 | |
Kumyang Green Power 282720 | +2.0% | 13,050 | |
Doosan Enerbility 034020 | +1.9% | 103,200 | |
DL E&c 375500 | +1.2% | 52,000 | |
Seojeon Electric Machinery 189860 | +1.0% | 4,750 |
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8. GLP-1 & Obesity Drugs (recurred after 28 days)
- Episode: started 2026-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OliX Pharmaceuticals 226950 | +13.7% | 163,500 | ★ |
LG Chem 051910 | +10.6% | 387,500 | |
Inventage Lab 389470 | +4.9% | 81,800 | |
G2gbio 456160 | +4.7% | 105,500 | |
Peptron 087010 | +3.7% | 281,500 | |
Genexine 095700 | +1.0% | 4,560 | |
HK inno.N 195940 | +0.5% | 57,300 | |
Quratis 348080 | +0.3% | 1,000 | |
D&D Pharmatech 347850 | +0.1% | 88,700 | |
Handok 002390 | +0.1% | 11,760 |
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Closing Thoughts
Semiconductor Equipment is the only theme on a running streak, now at 3 days. The other seven themes each began a new one-day run on Feb 25, so the open question is whether any of them continue.
Kia and Hyundai Motor each appeared in three themes, and Kia rose 12.7%. News the same day reported a cumulative production milestone at Kia’s Georgia plant.